Join Head of Active Portfolios Ryan Hughes as he shares our fund selection process, addressing both actively-managed funds and passive strategies.
Ryan will outline the stringent research and management process carried out by our Investment Team before funds are selected for use in our suite of investments. He’ll also provide insight into the ongoing monitoring that funds must undergo and an overview of the governance structures in place.
To round things up, you’ll benefit from an exclusive introduction to a new service from AJ Bell which will assist you with your investment research and due diligence. Ryan will explain how the easy-to-use Fundamentals functionality, which utilises our Investment Team’s expertise, could support your current process and help keep you up to date on the key movements in fund management.
The value of investments can go down as well as up and your client may not get back their original investment.
For professional advisers’ use only.
Not to be used by retail clients.